
from src.domain.distribution import SharesDistribution
from src.domain.share_type import Cap, Term, Region, ShareType

TOTAL = 1

distribution = SharesDistribution(
    by_type=dict(zip((ShareType.Stock, ShareType.Bond), (0.75, 0.25))),
    by_region=dict(zip((Region.US, Region.ExUS), (0.7, 0.3))),
    by_cap=dict(zip((Cap.Large, Cap.Small), (0.8, 0.2))),
    by_term=dict(zip((Term.Long, ), (1, ))),
)

large_us_stocks = {
    "VTI": 0.8,
    "VNQ (REIT)": 0.2
}

large_exus_stocks = {
    "EAFE": 1
}

small_us_stocks = {
    "Russell 2000": 1
}

small_exus_stocks = {
    "EAFE Small-Cap": 1
}

bonds = {
    "BND": 1
}

def assert_shares(obj):
    assert sum(obj.values()) == TOTAL

fund_shares = [large_us_stocks, large_exus_stocks, small_us_stocks, small_exus_stocks, bonds]

for shares in [distribution.by_cap, distribution.by_region, distribution.by_term, distribution.by_type] + fund_shares:
    assert_shares(shares)


flatten_stock_portfolio = []

stock_share = distribution.by_type[ShareType.Stock]

for (region_key, region_value) in distribution.by_region.items():
    for (cap_key, cap_value) in distribution.by_cap.items():
        flatten_stock_portfolio.append({
            "region": region_key.value,
            "share": stock_share * region_value * cap_value,
            "cap": cap_key.value
        })
        
def sort_by_share(portfolio):
    return sorted(portfolio, key=lambda x: x["share"], reverse=True)
        
flatten_stock_portfolio = sort_by_share(flatten_stock_portfolio)


import pandas as pd
from IPython.display import display
from src.portfolio import prepare_stock_table_rows, get_stock_name
from src.display.distribution import display_distributions

stocks_table = prepare_stock_table_rows(flatten_stock_portfolio)
    
df = pd.DataFrame(stocks_table, columns=['Share', 'Share of all'], index=[get_stock_name(x) for x in flatten_stock_portfolio])
display(df)

display_distributions([distribution], ["Portfolio"], fund_shares)

	Share	Share of all
Us Large-cap stocks	56.0%	42.0%
Ex-us Large-cap stocks	24.0%	18.0%
Us Small-cap stocks	14.0%	10.5%
Ex-us Small-cap stocks	6.0%	4.5%

My portfolio¶

Плоское портфолио акций¶

TODO¶

Analytics¶

Technical¶

	Portfolio
VTI	33.6%
VNQ (REIT)	8.4%
EAFE	18.0%
Russell 2000	10.5%
EAFE Small-Cap	4.5%
BND	25.0%